Berkshire Hathaway

Warren Buffett · Insurers · notable · $263B reported 13(f) long value · filed as BERKSHIRE HATHAWAY INC · latest quarter 2026-03-31 · CIK 0001067983 · EDGAR ↗
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$263B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
90
positionsALL retained default holdings for this (filer, period), including NULL-value ones
3
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
16
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Position changes into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipChangethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakeΔ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroΔ sharesreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr sharesFlags
BANK AMERICA CORP COMposition key pos:14107 · issuer key iss:321trim−$3.4B−3,671,769$28.5B$25.0B517,295,934513,624,165
CHEVRON CORPORATION COMposition key pos:12570 · issuer key iss:572trim−$2.4B−45,780,506$19.8B$17.5B130,156,36284,375,856
ALPHABET INC CAP STK CL Aposition key pos:16029 · issuer key iss:152add+$10.0B+36,403,656$5.6B$15.6B17,846,14254,249,798
DAVITA INC COMposition key pos:15246 · issuer key iss:714trim+$1.0B−1,658,480$3.6B$4.6B31,759,06530,100,585
DELTA AIR LINES INC COM NEWposition key pos:13222 · issuer key iss:720new+$2.6B+39,809,456$0$2.6B39,809,456
NEW YORK TIMES CO MTN BE CL Aposition key pos:19101 · issuer key iss:1559add+$917M+10,080,791$352M$1.3B5,065,74415,146,535
ALPHABET INC CAP STK CL Cposition key pos:18738 · issuer key iss:152new+$1.0B+3,585,215$0$1.0B3,585,215
LIBERTY LIVE HOLDINGS INC COM SHS SER Cposition key pos:13487 · issuer key iss:1346trim+$88.4M−330,518$908M$996M10,917,66110,587,143
LENNAR CORP CL Aposition key pos:16818 · issuer key iss:1340add+$152M+3,048,692$725M$877M7,050,95010,099,642
NUCOR CORP COMposition key pos:11014 · issuer key iss:1591trim−$384M−2,500,674$1.0B$661M6,407,7493,907,075
CONSTELLATION BRANDS INC CL Aposition key pos:14572 · issuer key iss:646trim−$1.7B−12,367,110$1.8B$94.9M13,000,000632,890
MACYS INC COMposition key pos:12553 · issuer key iss:1402new+$55.0M+3,038,355$0$55.0M3,038,355
LENNAR CORP CL Bposition key pos:14200 · issuer key iss:1340add+$2.8M+56,723$17.2M$20.0M180,980237,703
ALLEGION PLC ORD SHSposition key pos:11363 · issuer key iss:2419exit‡e−$124M−780,133$124M$0780,133
HEICO CORP NEW CL Aposition key pos:11904 · issuer key iss:1101exit‡e−$327M−1,294,612$327M$01,294,612
POOL CORP COMposition key pos:12554 · issuer key iss:1737exit‡e−$702M−3,068,885$702M$03,068,885
VISA INC COM CL Aposition key pos:13716 · issuer key iss:2278exit‡e−$2.9B−8,297,460$2.9B$08,297,460
AMAZON COM INC COMposition key pos:15054 · issuer key iss:159exit‡e−$525M−2,276,000$525M$02,276,000
MASTERCARD INCORPORATED CL Aposition key pos:15086 · issuer key iss:1433exit‡e−$2.3B−3,986,648$2.3B$03,986,648
AON PLC SHS CL Aposition key pos:15235 · issuer key iss:2426exit‡e−$1.3B−3,602,995$1.3B$03,602,995
LIBERTY MEDIA CORP DEL COM LBTY ONE S Cposition key pos:15308 · issuer key iss:1348exit‡e−$297M−3,018,555$297M$03,018,555
CHARTER COMMUNICATIONS INC N CL Aposition key pos:15361 · issuer key iss:563exit‡e−$221M−1,060,882$221M$01,060,882
DOMINOS PIZZA INC COMposition key pos:15780 · issuer key iss:752exit‡e−$1.4B−3,350,000$1.4B$03,350,000
DIAGEO PLC SPON ADR NEWposition key pos:16487 · issuer key iss:728exit‡e−$19.6M−227,750$19.6M$0227,750
UNITEDHEALTH GROUP INC COMposition key pos:17013 · issuer key iss:2218exit‡e−$1.7B−5,039,564$1.7B$05,039,564
LAMAR ADVERTISING CO NEW CL Aposition key pos:19044 · issuer key iss:1322exit‡e−$152M−1,202,410$152M$01,202,410
ATLANTA BRAVES HLDGS INC COM SER Cposition key sid:sec:prov:0dadc2440aefac63e807c58f52840520 · issuer key cusip6:047726exit‡e−$4.6M−115,428$4.6M$0115,428
LIBERTY LATIN AMERICA LTD COM CL Cposition key sid:sec:prov:3b6c450c94b0758fbbc866002762462a · issuer key cusip6:G9001Eexit‡e−$9.6M−1,284,020$9.6M$01,284,020
LIBERTY LATIN AMERICA LTD COM CL Aposition key sid:sec:prov:cd76b1d0504c361157013f558d333f9c · issuer key cusip6:G9001Eexit‡e−$17.7M−2,396,665$17.7M$02,396,665

9 more changes below.

Mark-to-market only (no share change) · 16

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipChangethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakeΔ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroΔ sharesreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr sharesFlags
APPLE INC COMposition key pos:14088 · issuer key iss:219no change−$4.1B0$62.0B$57.8B227,917,808227,917,808
AMERICAN EXPRESS CO COMposition key pos:12704 · issuer key iss:168no change−$10.2B0$56.1B$45.9B151,610,700151,610,700
COCA COLA CO COMposition key pos:11336 · issuer key iss:606no change+$2.5B0$28.0B$30.4B400,000,000400,000,000
OCCIDENTAL PETE CORP COMposition key pos:16170 · issuer key iss:1606no change+$6.3B0$10.9B$17.2B264,941,431264,941,431
CHUBB LTD SWITZ COMposition key pos:12117 · issuer key iss:2661no change+$473M0$10.7B$11.2B34,249,18334,249,183
MOODYS CORP COMposition key pos:17406 · issuer key iss:1503no change−$1.8B0$12.6B$10.8B24,669,77824,669,778
KRAFT HEINZ CO COMposition key pos:16731 · issuer key iss:1301no change−$573M0$7.9B$7.3B325,634,818325,634,818
KROGER CO COMposition key pos:11105 · issuer key iss:1305no change+$494M0$3.1B$3.6B50,000,00050,000,000
SIRIUSXM HOLDINGS INC COMMON STOCKposition key pos:14208 · issuer key iss:1984no change+$385M0$2.5B$2.9B124,807,117124,807,117
VERISIGN INC COMposition key pos:12530 · issuer key iss:2258no change+$48.6M0$2.2B$2.2B8,989,8808,989,880
CAPITAL ONE FINL CORP COMposition key pos:17178 · issuer key iss:514no change−$428M0$1.7B$1.3B7,150,0007,150,000
ALLY FINL INC COMposition key pos:14229 · issuer key iss:148no change−$176M0$1.3B$1.1B29,000,00029,000,000
LIBERTY LIVE HOLDINGS INC COM SER Aposition key pos:16157 · issuer key iss:1346no change+$50.6M0$406M$457M4,986,5884,986,588
LOUISIANA PAC CORP COMposition key pos:16050 · issuer key iss:1373no change−$45.4M0$457M$412M5,664,7935,664,793
NVR INC COMposition key pos:19000 · issuer key iss:1524no change−$7.8M0$81.0M$73.2M11,11211,112
JEFFERIES FINANCIAL GROUP IN COMposition key pos:12695 · issuer key iss:1254no change−$9.0M0$26.9M$17.9M433,558433,558
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
99.9%above median 80.0%
Concentration index
1,185 bpsabove median 446 bps
Positions with value
90 / 90median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 99.9%share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets · HHI (bps) ·§: 1,185integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 45

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2025-09-30EDGAR ↗
2025-12-31EDGAR ↗
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.

Open BERKSHIRE HATHAWAY INC's 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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this build publishes the selected quarter and the one before it, so a displayed change can be inspected on both sides

Reported positions — 2026-03-31

1–26 of 26 issuers · $263B disclosed value over 90 rows · 0 undisclosed-value rows
Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.
Positions BERKSHIRE HATHAWAY INC reported for the quarter ended 2026-03-31, as that filer reported them
KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters.TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingWeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesPosition changeShare change is available in the separate comparison view; it is not joined into this position list.WtCongressThe congressional transaction join is unavailable in this build.
AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)APPLE INC
1 position · 12 reported rows
Rows BERKSHIRE HATHAWAY INC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — $20.5B80,664,820
APPLE INC · COM CUSIP — $15.6B61,542,988
APPLE INC · COM CUSIP — $8.8B34,724,000
APPLE INC · COM CUSIP — $3.9B15,532,000
APPLE INC · COM CUSIP — $3.7B14,472,000
APPLE INC · COM CUSIP — $1.8B7,204,000
APPLE INC · COM CUSIP — $975M3,840,000
APPLE INC · COM CUSIP — $958M3,776,000
APPLE INC · COM CUSIP — $691M2,724,000
APPLE INC · COM CUSIP — $688M2,712,000
APPLE INC · COM CUSIP — $176M692,000
APPLE INC · COM CUSIP — $8.6M34,000
$57.8B227,917,80822.0%
AXPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMERICAN EXPRESS CO
1 position · 3 reported rows
Rows BERKSHIRE HATHAWAY INC reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — $45.1B149,061,045
AMERICAN EXPRESS CO · COM CUSIP — $423M1,399,713
AMERICAN EXPRESS CO · COM CUSIP — $348M1,149,942
$45.9B151,610,70017.4%
KOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COCA COLA CO
1 position · 10 reported rows
Rows BERKSHIRE HATHAWAY INC reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — $21.5B282,722,729
COCA COLA CO · COM CUSIP — $6.1B80,283,200
COCA COLA CO · COM CUSIP — $1.1B14,990,400
COCA COLA CO · COM CUSIP — $1.1B14,411,200
COCA COLA CO · COM CUSIP — $270M3,552,000
COCA COLA CO · COM CUSIP — $139M1,824,000
COCA COLA CO · COM CUSIP — $73.0M960,000
COCA COLA CO · COM CUSIP — $60.8M800,000
COCA COLA CO · COM CUSIP — $28.3M371,471
COCA COLA CO · COM CUSIP — $6.5M85,000
$30.4B400,000,00011.6%
BACverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BANK AMERICA CORP
1 position · 9 reported rows
Rows BERKSHIRE HATHAWAY INC reported for BANK AMERICA CORP, as it reported them
BANK AMERICA CORP · COM CUSIP — $15.2B310,800,000
BANK AMERICA CORP · COM CUSIP — $6.1B125,720,000
BANK AMERICA CORP · COM CUSIP — $1.4B28,238,665
BANK AMERICA CORP · COM CUSIP — $1.0B21,000,000
BANK AMERICA CORP · COM CUSIP — $580M11,900,000
BANK AMERICA CORP · COM CUSIP — $478M9,800,000
BANK AMERICA CORP · COM CUSIP — $191M3,920,000
BANK AMERICA CORP · COM CUSIP — $102M2,100,000
BANK AMERICA CORP · COM CUSIP — $7.1M145,500
$25.0B513,624,1659.5%
CVXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CHEVRON CORPORATION
1 position · 4 reported rows
Rows BERKSHIRE HATHAWAY INC reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — $12.1B58,251,749
CHEVRON CORPORATION · COM CUSIP — $2.8B13,477,678
CHEVRON CORPORATION · COM CUSIP — $1.9B9,192,171
CHEVRON CORPORATION · COM CUSIP — $715M3,454,258
$17.5B84,375,8566.6%
OXYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)OCCIDENTAL PETE CORP OCCIDENTAL PETE CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$17.2B264,941,4316.5%
GOOGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ALPHABET INC
2 positions · 5 reported rows
Rows BERKSHIRE HATHAWAY INC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — $11.9B41,283,098
ALPHABET INC · CAP STK CL A CUSIP — $1.9B6,700,000
ALPHABET INC · CAP STK CL A CUSIP — $1.8B6,250,000
ALPHABET INC · CAP STK CL C CUSIP — $1.0B3,585,215
ALPHABET INC · CAP STK CL A CUSIP — $4.8M16,700
$16.6B57,835,0136.3%
CBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CHUBB LTD SWITZ CHUBB LTD SWITZ · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$11.2B34,249,1834.2%
MCOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MOODYS CORP
1 position · 3 reported rows
Rows BERKSHIRE HATHAWAY INC reported for MOODYS CORP, as it reported them
MOODYS CORP · COM CUSIP — $5.5B12,623,750
MOODYS CORP · COM CUSIP — $5.2B11,973,928
MOODYS CORP · COM CUSIP — $31.5M72,100
$10.8B24,669,7784.1%
KHCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)KRAFT HEINZ CO KRAFT HEINZ CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$7.3B325,634,8182.8%
DVAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DAVITA INC
1 position · 2 reported rows
Rows BERKSHIRE HATHAWAY INC reported for DAVITA INC, as it reported them
DAVITA INC · COM CUSIP — $2.3B15,126,977
DAVITA INC · COM CUSIP — $2.3B14,973,608
$4.6B30,100,5851.8%
KRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)KROGER CO
1 position · 5 reported rows
Rows BERKSHIRE HATHAWAY INC reported for KROGER CO, as it reported them
KROGER CO · COM CUSIP — $2.0B27,257,260
KROGER CO · COM CUSIP — $1.2B16,107,090
KROGER CO · COM CUSIP — $388M5,367,119
KROGER CO · COM CUSIP — $55.6M768,531
KROGER CO · COM CUSIP — $36.2M500,000
$3.6B50,000,0001.4%
SIRIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SIRIUSXM HOLDINGS INC
1 position · 2 reported rows
Rows BERKSHIRE HATHAWAY INC reported for SIRIUSXM HOLDINGS INC, as it reported them
SIRIUSXM HOLDINGS INC · COMMON STOCK CUSIP — $2.5B108,822,227
SIRIUSXM HOLDINGS INC · COMMON STOCK CUSIP — $369M15,984,890
$2.9B124,807,1171.1%
DALverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DELTA AIR LINES INC DELTA AIR LINES INC · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$2.6B39,809,4561.0%
VRSNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)VERISIGN INC
1 position · 2 reported rows
Rows BERKSHIRE HATHAWAY INC reported for VERISIGN INC, as it reported them
VERISIGN INC · COM CUSIP — $2.0B8,016,933
VERISIGN INC · COM CUSIP — $242M972,947
$2.2B8,989,8800.8%
LLYVKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) LLYVAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LIBERTY LIVE HOLDINGS INC
2 positions · 8 reported rows
Rows BERKSHIRE HATHAWAY INC reported for LIBERTY LIVE HOLDINGS INC, as it reported them
LIBERTY LIVE HOLDINGS INC · COM SHS SER C CUSIP — $518M5,507,583
LIBERTY LIVE HOLDINGS INC · COM SHS SER C CUSIP — $327M3,479,651
LIBERTY LIVE HOLDINGS INC · COM SER A CUSIP — $301M3,284,775
LIBERTY LIVE HOLDINGS INC · COM SHS SER C CUSIP — $135M1,437,289
LIBERTY LIVE HOLDINGS INC · COM SER A CUSIP — $92.7M1,011,698
LIBERTY LIVE HOLDINGS INC · COM SER A CUSIP — $41.9M456,768
LIBERTY LIVE HOLDINGS INC · COM SER A CUSIP — $21.4M233,347
LIBERTY LIVE HOLDINGS INC · COM SHS SER C CUSIP — $15.3M162,620
$1.5B15,573,7310.6%
COFverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CAPITAL ONE FINL CORP
1 position · 3 reported rows
Rows BERKSHIRE HATHAWAY INC reported for CAPITAL ONE FINL CORP, as it reported them
CAPITAL ONE FINL CORP · COM CUSIP — $561M3,073,787
CAPITAL ONE FINL CORP · COM CUSIP — $390M2,137,000
CAPITAL ONE FINL CORP · COM CUSIP — $354M1,939,213
$1.3B7,150,0000.5%
NYTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NEW YORK TIMES CO MTN BE
1 position · 2 reported rows
Rows BERKSHIRE HATHAWAY INC reported for NEW YORK TIMES CO MTN BE, as it reported them
NEW YORK TIMES CO MTN BE · CL A CUSIP — $1.2B13,746,535
NEW YORK TIMES CO MTN BE · CL A CUSIP — $117M1,400,000
$1.3B15,146,5350.5%
ALLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ALLY FINL INC
1 position · 6 reported rows
Rows BERKSHIRE HATHAWAY INC reported for ALLY FINL INC, as it reported them
ALLY FINL INC · COM CUSIP — $499M12,719,675
ALLY FINL INC · COM CUSIP — $190M4,836,250
ALLY FINL INC · COM CUSIP — $166M4,228,200
ALLY FINL INC · COM CUSIP — $123M3,137,000
ALLY FINL INC · COM CUSIP — $110M2,803,875
ALLY FINL INC · COM CUSIP — $50.0M1,275,000
$1.1B29,000,0000.4%
LENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) LEN-Bverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LENNAR CORP
2 positions · 2 reported rows
Rows BERKSHIRE HATHAWAY INC reported for LENNAR CORP, as it reported them
LENNAR CORP · CL A CUSIP — $877M10,099,642
LENNAR CORP · CL B CUSIP — $20.0M237,703
$897M10,337,3450.3%
NUEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NUCOR CORP NUCOR CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$661M3,907,0750.3%
LPXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LOUISIANA PAC CORP
1 position · 2 reported rows
Rows BERKSHIRE HATHAWAY INC reported for LOUISIANA PAC CORP, as it reported them
LOUISIANA PAC CORP · COM CUSIP — $316M4,344,909
LOUISIANA PAC CORP · COM CUSIP — $96.0M1,319,884
$412M5,664,7930.2%
STZverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC · CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$94.9M632,8900.0%
NVRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NVR INC NVR INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$73.2M11,1120.0%
Mverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MACYS INC
1 position · 2 reported rows
Rows BERKSHIRE HATHAWAY INC reported for MACYS INC, as it reported them
MACYS INC · COM CUSIP — $30.1M1,662,129
MACYS INC · COM CUSIP — $24.9M1,376,226
$55.0M3,038,3550.0%
JEFverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JEFFERIES FINANCIAL GROUP IN JEFFERIES FINANCIAL GROUP IN · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$17.9M433,5580.0%
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every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).